 |
|
Professional Listing
Category: Financial
|
William C O'Connor, CFP, EA
Applied Financial Planning, Inc.
23101 Moulton Parkway
Suite 101
Laguna Hills, CA 92653 Map It
Telephone: 949-380-1210
Degrees: Certified Financial Planner;
Enrolled to Represent Client before the IRS;
Accredited Tax Advisor;
Registered Investment Advisory Firm.
Concentration: Financial Planning;
Investment Management;
Tax Planning and Preparation.
Qualifications: Over 25 years in the banking, tax, planning and investment arena. On the adjunct/extention faculty of the College for Financial Planning, U.of Phoenix and UCI.
Flat Fees / Pricing Info.: Planning $180.00/hr
Tax preparation is charged based on the number and complxity of the forms needed.
Investment mgmt is primarily on a fee basis.
|
Generate a Request For Proposal to this professional? 
About the Request For Proposal Process
Directory of Registered Professionals
List of RFP Service Categories
(Professionals who wish to be listed click here.)
GENERAL DISCLAIMER--INFORMATION TAKEN "AS IS"
The information and statements contained in the above profile come directly from the professional. MedLawPlus.com, Inc. does no independent verification of the information contained in this profile nor makes any representations or warranties as to its authenticity.
Featured categories in our professional RFP system:
|
|
|
